Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HAMDEN HALL SCHOOL, INC.

This Profit Sharing plan holds $48M in total assets and serves 150 participants as of 2023. It is sponsored by HAMDEN HALL SCHOOL, INC. in Connecticut. The plan reported positive net income of $5M for the year.

Total Assets (2023)
$48M
Participants
150
State
Industry
Educational Services

What the Filing Says About HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN

HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by HAMDEN HALL SCHOOL, INC., headquartered in Connecticut. As of the 2023 Form 5500 filing, the plan reports $48M in total end-of-year assets and covers 150 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 060662137, and the plan has been effective since 1966-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $44M at the beginning of 2023 to $48M at year-end — a gain of 11.1%. Net assets (after liabilities) closed the year at $48M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$44M
Total Assets (End of Year)$48M
Net Assets (End of Year)$48M
Net Income$5M
Plan TypeProfit Sharing
Employer EIN060662137
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HAMDEN HALL SCHOOL, INC.)

Year Plans Participants Total Assets
2022 1 151 $44M
2023 1 150 $48M
2024 1 149 $51M

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN?
As of the 2023 Form 5500 filing, HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN holds $48M in total assets with 150 participants. It is sponsored by HAMDEN HALL SCHOOL, INC..
What type of plan is HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN?
HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 1966-09-01. The plan is filed with the U.S. Department of Labor under EIN 060662137.
Who sponsors the HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN?
HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN is sponsored by HAMDEN HALL SCHOOL, INC., located in Connecticut. The sponsor's EIN is 060662137 and the plan operates in the Educational Services industry.
How did HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN perform in 2023?
HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN grew by 11.1% during 2023, moving from $44M to $48M in total assets. Net income was $5M.
Where can I find official filings for HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN?
Official Form 5500 filings for HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 060662137 or plan name at efast.dol.gov.
How does HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN compare to other plans?
You can compare HAMDEN HALL COUNTRY DAY SCHOOL DC RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 060662137.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.